Filed February 18, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $159,386 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,601 | $53,136+6.5% | $155,509-63.6% | $199,593-71.6% |
| Participation rate | 91.5% | 64.1%+27.4pp | 78.2%+13.3pp | 72.0%+19.5pp |
| Annual return | 12.43% | 41.15%-28.7pp | 64.67%-52.2pp | 34.25%-21.8pp |
| Employer contribution / active EE | $1,582 | $1,851-14.5% | $4,672-66.1% | $3,034-47.9% |
| Participant deferral / active EE | $3,406 | $3,161+7.7% | $5,626-39.5% | $5,087-33.0% |
| Admin fee / account holder | $113 | $185-39.3% | $15,912-99.3% | $269-58.1% |